HomeMy WebLinkAbout97-00830
E.llale of ____!!~~~..()l;:.t_"_ ......___m_.
also k /I(I\VII a,1 '_m_"'''' ....----.. .. .-.----
PETITION HlR IJROBATE llnd (.RANT ()I<' LETTERS
No. __.____.zt~9I..._..~..~ ~----..
To:
Kegisler of Wills for the
('oonlY of J:.!JIJlI>_"r.ta.!!!L_.._.. In the
Commonwealth o[ Pennsylvania
_.~_______ .._______.~, ~..__..______. . _. .,._,...1 nt!('('Cls('d,
SOcll1l Security No. ..l!IJ.~l!!l.::.~~2IL__'_m___
..~~... ......_'.._n__...... ,___."_c.,__.
The petltioll o[ the undersigned respe~'flllly repre"'lIls thai:
Your I"'tilioller(s), who Is/are 18 years o[ llg~ or older anlhe execlll.rI"....._..__,..... .__.._.._nllll1ed
In the last will of the above decedelll, dated m.__,_."'~IIm.!ILl__.__,...,___._.._,._..,..__.._., 19li.........
llnd eodlcil(s) daled .____...1e.J1.t.e.r ,..lu_Jltt.1l -:~dlllld_Hay_.lo.._19CJ6'____;J'_"'___'_
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----,_.._-_.._~------,--""..._---_.._,. ~.-.._~."..,----~_.,--,--,..--_._'_."_._---~-_.."----
(slate relevilnt cin:llt1lSI.Hl~'Io!~, t',g, rCI1\lllcinlIOn, dC.llh of c'(c~'utor, ell',)
Decelldent WllS domiciled al dealh III ___ ___Culllbe.rlanll__.._____,____ COllllty, Pennsylvania, with
h-.-eL.._.last family or principal residencc at..._..__.....5....ValJ.cy.. !ltr....t....I'.rJIA1..
_......-S.QlIth K1ddlll..tUlL:rownshilL--_.~_____~_~" -..--------.~--..-.-..-~
Ohl wee!, ntllubcr lIlld lIlulIL'ipalllYl
Deeendem, then __.1!.\L..__ years of age, died ..__..~___..Q~!..!'bef' .z'L__..._, 19.j.I.~_,
at IIanorcar.lL_Nw:Il1u&.JllIJae._. -,---..-----..--..--..~--.,------'-
Except as follows, decedent did not marry, was nol divorced and did nol have a child born or adopted
after e,xe~ulloa of the will offered for probate; was nOlthe vktim of a killing and was never adjudicated
incompetent: ____.._.______.m_'....______._.._..._.____,.__________.___
Deeendent OIl dealh owned property wilh estimated val lies as folk1ll's:
(If domiciled in Pol.) All persollal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domklled in POI.) Personal property in COllnty
Value of leal eslllle ill Pennsvlvania
shullted as fpllows: 5 'Valley
~O,OOO.OO
$._-_.
$
f>5,OOO.OO
St~eet. Carl!sle..L..JkKlddleton Township
WHEREFORE, petitioner(s) respectfully reC;lIest(s) the prorale of the last will and eodlcll(s)
presemed herewith and the gram of lellers..___..~.e8talllenta!:.)'
(tcstanll'lllary; .ndmlnistrlltiol1 c,l,a.: ndmlnislralion d,b,n,c,t ,11,)
theron.
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~t 'Judy--K. W1th'~row'----'
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11,_ r,,1460 Franklin Street
3 'I caru4~e 2 PA I70l:J
~ . 717:'2 .. 228
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH 01- I'ENNSYLV ANIA .} 88
COUNTY OF_..J:..!!MBF.Rl~JL.______.
The pelhioner(s) above.nallled swear(s) or afflrm(s) thai the SWlemenls in the foregoing petition are
:rue and correct to the hcst of the knowledge and belkf of pelilloner(s) and Ihal as persontll represen-
llHive(s) of the ahclVe decedent pelilioner(s) will we1l and Iruly administer the CSllIle according to Ill\\'.
Sworn III (~r" a[f1rn~c31. "1I1,\d,, SUh,,,'ribed1"~' !-1-A, 'L/~,{i-,"" - -_.._-~ ~
be[ore me tlus ~--...--1i--I---" day 01 ..-'--.-....-_- .-.-.-..----- ~
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( ARY C LEWIS R~giSf"/' ,!,.._.___....__.._.....___.__. 2
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COMMONWEALTH Of PENNSYLVANIA. OllPARTMflNT OF ttSAl.TH f VITAL RECORDS
CERTIFICATE OF DEATH
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1Utttd ~ill nub mestnmeut
I.. 'l'Rw'wn: M. 0'1"1'0, of' Lit" lJol'Oll(',h of' CUI':U,nlo, CLHllberland
County, PennfJylvanln, dou]Ill'o tldnlnllh'ul!lpnt tc.> bo myltwt; will Ilnd
tel3\;amonti, bOl'oby Ilxpl'ofHlly l'ovoldnf': nIl ~IJlln and oo(l:\.o:\.ls flOI'eto-
foro mndo by 1110,
1. I authoroizo and OlllpOWOr' my OXO()utOI' to nell any realty
owned by 1110 lolL my donth, at (11 tho 1"' publIc 01' [H':\.vnte nale, and to
give good and flufnolont dood!.l tho roe for, In fee slmple, as I could
do lf living. My executoro is authol'ized and elllpowerod to continuo
to engage in any business in whIch I lIIay be engaged at my death,
for nueh period as seems expedient to !.laid executor'.
2, I devise and bequeath all ormy estate of overy. nature and
wherever situate to lilY husband, Lester L. Ottoi providlng he shall
survive me b'y sixty days,
3, Should the gift in Paragr'aph No, 2 not take effeot, I
devise and bequeath my real property and automobile to my daughter,
Judy K. Withel'ow, If ,Judy K. Witherow predeceases me, then I devise
and bequeath my real estate and automobile to her children, share
and s hare all ke .
4. All the rest, residue and r'ef)la;l.nder of my estate, I give,
devIse and bequeath as follows.
a. One -half the reof to Carrie M. Shank, Richard
A, Shank, and Br'enda L, Shank, or the sur-
vi Val's the re of.
b. One-half thereof to Judy K, Witherow, John R,.
Witherow, and Lester p, Witherow, or the
survi VOl'S thereof.
5, Shquld any benefic:1ary of my estate lie under the age of
t~enty-one years at my death, then hls or her share shall be held
in trust by the Farmers Trust Company, Carl~sle, Pennsylvania, The
trustee, as well as lriy executor, is hereby authorized to retain
un CCillverted, any property, real or personal, that I may own at my
death, and shall be under no duty to oonver't the same into legal
investments, 'rhe tl'ustee shall have the power and authorit.v to hold,
manflp,;e, inVOflt and reJnvest and to pay over tho net :t.ncome of the
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
COUNTYCOUL:
't'tAfl
NUMOF.A
H)R O^Tt.~;O" DEATH AfTU\ 1;~1:I1/91 GHEGK Hl:AE
IF ASPOU':iAL I.'
povflU.t~lliQlIJll(:L"!Mj:;JL~..J.....-L____...~~_
FILE NUMIER
REV 'noon 1(1 9~)
bE(;EOENnl NAME (LAST, fIA~n. AND MltmL(: INIW\L) DECEDENT'!; COMPI.ETl' AODflE!l!;
Kalla TrO"Hlv M. 5 Vnllvy Stroot
l'IO(;M~E(;~;;;rVNUMo=r'H tlA'[-~EA7~l-El"TEOFll~~H Carl III I (' I PA 1701 '\
18'1 - 09. ,',98 10/0?/1997 01/10/1917
County Cumbo r 1 und
__, ii' Am;;;;.;w,illAviViNO "POlJS~~r;:A'~;f'I-R'lT 'NO MIDD~""NITlALr~'~:RITY_~:OE;-]~M~UN' RE;,m':::", IN.::;~~l~;11
A B f'xr1. Original Return --------nt Supplomenlfll Return TI 3, Aarnalndor RfltlHn
~ P Is t:J 4, Limlled Estate 041. Pulurelnleresl Compromise _' (lor dates 01 death ptlor to 1213821
~ ~ C (lor dal~s 01 death after 12-12-82) ~J 5. rederal Esl1lle Tax RelUrn Requirod
K ~ ~ []] S. Decedent Died Testate [] 7. Decedent Maintained a LIving Trust I 8. Total Number 01 Safo Deposit Boxes
(Attach copy 01 Willi . (Attach a copy of T",,:I
C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO,
2 2 NAME - _.~- COMPLETE MAILING ADDAEs~
R ~ Marcus A. McKnight III !_.r",'l~________ IRWIN, McKNIGHT & HUGHES
~ N '.LEeHONENUMBER 60 WBSt: Pomfrot Stroot
_ T 717-2/,9-2151 Carlisle PA 17011
1. Real Estale (Schedule AI 1 70,.0
2. Stocks and Bonds (Schedule B) (2) -----rfuno
3. Closely Held SlocklPa,lnershlp Inlerasl (Schedule CI (3) None
4. Mo'tgages and Noles ReceIVable (Schedule 01 (4) None
5. Cash, B~nk Deposlls & Miscellaneous Personol P,operl\' (Sch EI (5) 50,1,51. 66
6. Jointly Owned Prope,ty (Schedule PI (6) n ,301 ./.7
7. Transle" (Schedule GI (Schedule LI (7) None
8. Total Gross Assets (total Lines 1- 7)
9, Funeral Expenses. Administrative Costs, Miscellaneous
Expenses (Schedule H)
10. Debts, Morlgage L1~bililies, Lien, (Schedule II
11. TOI~I Deductions (Io'al Lines 9 & 101
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and GovernmElntal BeqLl8sts (Schedule J)
14. Nel Value Subject to Tax (line 12 minus Line 13)
15. Spousal Transfers (for dates 01 death after 6-30-94)
See Instructions lor Applicable Percentage on page 2,
(Include values from Schedule K or Schedule M.)
1&. Amount 01 line 141axable at 6% rate
(lncluc.le vahJes from Schedule K or Schedule M.)
17. Amount 01 Line 14 la,~ble at 15% ,ale
(Include values 1'001 Schedule K or Schedule M, I
18. PrIncipal tax due (Add lax lrom Line 15, 16 and 17_)
19.Credits/Sp Poverty Prior Payments Discount Interest
0.00+ 6,700.00 + 352.63 0.00
20. II Line 191s g,eale, Ih~n Line 18, enlor Ihe difle,ence on tine 20. This is Ihe OVERPAYMENT.
[I) 0 ICheck here If you..e re'l"!"Ung I rofund 01 t~f!l'.~
21. If Une 18 is greater than Une 19. enter the difference on LinA 21, This is the TAX DUE.
A. Enter the interest on Ihe balance due on line 21A.
I, Enle' Ihelotal of Line 21 and 21. on Line 21B Thi' Is the IALANCE DUE,
Mike Check PIYlble 10: Regllter 01 Willi. Agent
. . DE SURE TO ANSWER ~LL QUESTIONS ON P~GE 2 ~ND TO RECHECK M~TH ... ...
Undor penalties 01 perlury, I declbfB thai t have olCamlned Ihls felufII,lncludlng accompanylngllcheduloslnd statements, and 10 Ihe best of my knowledge lInd belief, it Is Irue,
cOllect and complete, I declare thai all 18al estate has bOlln repoftfld III true millkel value, Declaration of preparef otho! than the pOlsanal reprosentalive Is based on all Information 01
which prepalOf has an'1 knowledgo.
--.---
?1.97-0810
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(8)
141,753.13
(9)
},7, 265. 6~
197.35
(10)
(11)
(12)
(13)
(14)
17,663.00
1,/, ,090.13
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124,090.13
(15)
0.00 X
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(16)
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7,445.111
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0,00X15o
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7,M5.41
(19)
(20)
7,052.61
0.00
(21)
(21A)
(211)
192.78
0.00
392.78
SIGNATURE OF PERSON RESPONSiBI.E FOR FlUNG RETURN .Judy K. W t therow
460 FranklIn Street
CarlJslo,'f;1I 17M3"
HER ANR'J"'~.NTATlVE - IRWIN McKNIGHT & HUGHES
V;"{!-I. 60 Wost Pomfrol Slreet
Carlls.lo, PA 1}013
DATE
d! J f,f'
DME
1/t3/'i'i!
Form15DO(Rev, 7.944)
lllems,lm:
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Fil.e No, AE9/l-03
I r ll_,LOJ~~ TYPE
l.ENDER.
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_.,__~~____,__". ~____'~<.n__.____.L.. ..._____'_c_ ._
C.Thil form il furnilhed to qivo you I statomont of aotual sottlomont oosts. Amountu paid
to and by the ..ttlement Agent are ohown. Itema marKedP.O.C. were paid outsido 01081n9'
D. NAME OF BORROWER:
\ Herry G. Linah Jr.
~ PROPERTY LOCATION:
1104 Trlndle Rd,. Carlisle. PA 17013
5 Valley St.. Carlisle, PA 17013
E, NAME OF SELLER
Judy K. Witherow Exec Est Tressle MOtto
Judy K. Witherow, Indlvlduallv
\H, SETTl.EMENT AGENT: I. SETTl.EMENT DATE:
{DUNCAN & OTTO. P,C, Friday 09-Jan-96
1 IRVINE ROW
CARLISLE, PII 17013 11 :00 a.m.
--~--_.._--~..._--'~- -----.....-..----.--,...... -- ---_.- - ...'...."-----,.__.. ...._-----,-----'"--'-.~._._-_.
_ J. SU~MAA'LO'F_ BOARo.'!".~R~ll..IRANS.Ag!I()~____n.. _.~clllJ~!..1I\f:1X_Qf'..IlI:LLER.S TAAN!\,AC!lQN.____
100
OH09S AMOUNT DUE TO SF,l.t,ER
~.__.~~~. l\H~.'!.~!.._~~_4 ~R_?~ _.~~HRO.!~_~ . __c_~_.. __< ,.
.!.?l Contrao~ ..1.. .I!.~?!...__.._____~_.
$7cq~QQQ~~_~ 40 ~m~?~.~~~~c._': ___I_~l~..,:.~!'"~:'_o _______ ..___.._.~ _.____._J.70,Oqg,oo
102 ~~~~Op8r: ~1___._ .___ _..____..___,__~__.___.......,.. ______ ~.
1 OJ !!.!.:.!.~_~!~=--~~!~~~~l!!~!....!.~~?~!.----u... .____.__,__*___. ____,_
402 ~Q.~.D,O!~~_~..p_~?_P.lil_~.tJ__
.. .,.-------.--..-.. ----.,.---.-.
1375,00 '0'
1"
'04
-~, ._~~--,_. ,------,...- '._---_._-_...--'-------~
c_ _ ,.". .'~~JU 8 t~~.!~_t.~}c~_~!'.'~__P!:j)Jl.~~d_~.r._,~~.~~.~_~
~-~--------~---,.-.._'--_...
10.
~dJ U Dttn.~~~__i t.m.!._~~~_~~_~ 2!.y._ DQ ~~~!..I._ _._____.___~...""_.
106 Loosl tsxe. to 31~Deo-9B
_,___"___c_.___ ..,..__'u____.___.H," '_n___.__,_____.____
f~~..e~~.:!._____~_____..*_..___._~
i 108 Sohool taxu to 30-Jun-9i:l
------_._~_.._..._-,.-_._-,.~_...._--_._., ,..-- --"-~_.,..._-
405 Loosl taXQII
to 31-Doo.98
-q,<>()
0,00
406 Ann\luumllllt.o
40~ School tax88
to 30-Junw98
236.62
23662 40B
,
! 109
409
____~_._,______.'u_.__*_.________.....,._.,.'u ._____,.. '''''n.._' .,,--, ----,. .....~.-.~------_.
120 GROSS DUE FROM BORROWER
__.._~__._ ____m ____~__.__.,__'.__..__ ____..._.._..____.___.._'u_______"___"_____.___.____.
71611.62 420 GROSS DUE TO SELLER
70236.62
20'
AMOUNTS P~I~ BY OR FOR UORROWER
---. -
500 RF.DUCTID~lS IN AMOUNT DUE fO SELLER
_____...,.____.._..~___ _ .'..._________ _.. _._..__c__ ....__c___.._ __~____'_~
!?2 N~w Mortgago Amount'
Finanoial '1'ruot
____~oo,09. _~0_~_F.X08nu_:~~.pOlit. ___.____.___.__.____ ___.._.?EOO:O~
7500q.OO. _502~Eltt!!'_m.~.!:.~~~J~_~ __~_____._ ._-.299,00
201 D!r~_~or E...t'~,,98t Ho~r.__.___.__~~..__
203 Ex~_':.!~~ l.~ano t.~~::. eubj8~.~"~_____
.~_~_3_ _!'--~} 8t~_~,51...~.~~_~__~~_~~~____._..._._ ~_,_..._..'_
'0'
lD'
_504 v~_:t~!.~_.l.~_~?.!.:_.~~~!~,_~.__"
- ---_.'---_._----.-,._-~--- ----.-.,.
SO.~.~p_~t~~__2_~~~_c~~~::~ftq_~...._ .
0,00
:106
.._._-._-_.._-_._-~---_.._.- ..----.'------- --,------_._.~-_._-~_.._'-~---~..
0,00 S06
! '07
501
-~---~---'--'-- --.--'."-
Adju.tmentll fo! It.~~'paid ~L.!!~_~~~~__..__.._ ______.___._,
.OB
----------.---.-.--.--------
210 Looel T'Ke. to
09-_~~.!::~_._._ _~_____.___?.:.~_~ Adj~o,.t!:.~!'..~~f_~_.i~~~~."~~~~_~~_~Y.. .?_o..~.':.!r ____..__..._~_
2.39
211 A..eBullI_nt. to 510 Looal taxa. 09-Jan-<}a
--_._-~----_.......--'-- --~,--_.---- ~-~--_."--_.._--,-----_.._----
212 Sohool T"'~'la to
...._._----~-_. _..._~--- .-.----.-.---
09-JI\n~9lt
0,00 511 A'8BB.menta to
--~----_.~_....-_.-._._._,-_.__._.._.".'._._-----_.--._..--.
21'
____ _~_________... ....._..,_______....._'.T__________~_~.____c__... _._._~___._,___
512 School taxea to 09-J80-98
0,00
~----~_._.__.--~---'_.,."_.---- ._-~,..__._-- --,---, ---. -',-".-..------
"6
511
._, -- ~- ---.--..,--.-- .. ,-~-_._'"._,..'--._._- -------....
220 TOTAL PArD BY BORROWER
514
n________n___._ ,. ... ._.c_c_c__.....__.__..________...___..__..__c___.._
82002.39 520 TOTAL REDUCTIOIIS S"F.[,I,ER
u__ ___..,__._
7601.39
-----<----_..__._-------~---~._-----~_.
211
300 CASH FROMITO BORROWER 600 el\SU TO/fROH SELLER
f;, ~~:~~~~;8;~~~~;:= u=-~-_ ~;:~:~~~;i4~1~i;~~~~:@-1~~~~i
boot of my knowledge
disbu~sQment8 made on
for my reoorda.
I have carefully reviewed the HUD-l Settlement Statement and to the
And beliet, it is a true and accurate statement of all receipto and
my account or on my behalf and I havB received a copy of thin HUD-l
/;/ /
.... ,. I -{L.'
l. - ,...-.
H-~~i-Jr.~-- .-------
LJ.,.JIYL~'!-~_~}[~;!!~J4.. !::.~
~dY K, Witherow Exec Est Tressle MOtto
------------------------.--
------------------.-------------
PAGE 112 HUD DISCLOSURE/SETTLEMENT STATEMENT
-----_____u_'._ n. .~_ __
!!!.O__.___Tq!.~!-..!lEA!-. TQR'S COMMISSION
701 L1!,~!,!~~~.!noL_
702-'l~al!lng Agallcy: .
!03gomm~ls~.i~!'!.P!ld .a!~ettle..rnent.to
eO~~.___..I.TE~~~."YABLE IN CONNECTION WITH LOAN..
ll.01 Lo~n O!Igir1!t1e>nlee - 0,000% Financial Tru9.tCoIl1P~ny.
802 Lo~~~I!.c..~UIl!. Flna.nolal Trl!st.9o~lfla~..L_
~~.~a.~.a~.f.ae ._ F.ln~"_ci!ll Trus~c:;orT1pany_
804_C.!.e_dltf'l!lport_ . FlnanclalTrust ConlP.!ny_ n'
8~5 D.oC;urTlelll.~~llpara~ionFee . .____. ..__.....__ ....
eOll Flood Fea
-~--'--'--------~--'-.~-"'-'
~()7~.o.r19119ll..Sa.!l91a_ctl()ll..F.ee. .
eOll Tax Sarvloa Fee
_'__'~__'__'__'__"_""__'_~_'''. .___,.. c_'_"_~_~_, .__._~'..__..~_..._ ,_._.___.__.
809 Lander Admlnlstretlon lee:
-'--~'--'-----'--' ,-.. ----
~!~qvarlli.9!!t!<l..llIl.Cl'.arg.lls:.. .. .......__..___........____...... ~ _'..n..._
~!!.l!.__~!E:!>1.lil.!_E:~D.EFlJl!O.9.UIFl.E_S..!q_BIO_f'~!!l.!~f\Q.vf\,~c;E:_. _. ..'__..._....___...
gOI Interest Irom 09-Jan - 98
__._._'..~__m_____c.___.._.,.,___._.._. .._.". . ___, ....-_____'_..___........'..______.____n.__'.'__.____,..
~2 M,,-rt3lB.\l..!I.'1.s.l!ran~.e. ...._.... _.___.._..._..___...._....____h....._..,'....... _. "~"'__"_
903 Hazard Insurance
-,----_._-_.~---_.._--
904
..___ _____.,________.,___.'_m.-..._' ,._____ . . u__ ___._'c.'" __........ __.___ ,___._.._._.. _ '._~.___
1000 RESERVES DEPOSITED WITH LENDER
_._nm_._.,'_'''.''_ ..c_,__...., __n_. n.. ,.,__.,._ .,. '-__'''c'__'''.''''___'' ... .. ._._"'_'___..,__.,_..
._ Esc~ows o()~ecte~.__._ _...___~ __.~___._._...#..rn()~:,<llJ~:____.J<..~p.er..rn~~..._
1001 Hazard in~uranoe 0
--_.'-~-----_._._-,--------,-~._---_._-_._._-_._--,._~.--..--.-,..-.-."..-
~.~02 Mortg8g~..I!1..sur~_n.o.~_...~ m.._..__._______ _._..._..____
! 003 COlJ..n!YLL~~IJ!l~s_._._____..._..__._ ...____._~_..____
'004 Annual Assassmenls
u_____________,________,_____.. ___n_______ __.'~_._
1005 School taxes 0
-----,.-..----.--..----.--.-,.--.,-----.,-..--- .----------
1100 TITLE CHARGES
.,---,----.-----------,-.------.---
1101 ~!lIIame~.().!..Cllosl.n11_f!.~: ____.m.___________......._........_______
1102 Abstract or titie aearch:
----,----------------.-.---.
1103 Titia examination:
'---------_.--".__._-~-_.-.~-----~-~._._.._-'._~----
1104 Title Insurance binder:
--------._~~_._.._--_._------_.._.'._-------
11 05 ~()cur"_~nt P_~!!'~!lltlon:__.__.._...__._ .__....__.__...___. ____
11 08 N()tary_~as:._..._...____. _c::.lls.!1.._______,____________.__
1107 AlIorn!Y.!.fll~:__._h____~..~I!~am~.Punoan Irwin ~~Knigh'__._.!l.llC!!!l!i;I.I1.~_.
(Include~ abov~le.rTl.~~mber9) :....._.. '............_..___.__,___...__....__
~I 08 Title Insu.ranoe:... _... ____._____._______...f.IQELlD:_~.~ TiC?..t:0~!ITLE.
_......JI.nolud..e.~~()va ..I!llm..ll..l!mb'!.fs) ~!.o1_='~~~_._... '__"_"_"___.._m.._.._.. .... u_
!.1..0~..9wn..r.s ~'yerage___..____ '.. .. _____..._____..$Cl,O'O_._..______
'.~.!.<>..~ander.s cover~~____.__ ..... __ . ____ _~._.__.__ ~_... _. .~ ~_.~_...._.__.
1111 Disbursement fee
u_. __.____.._____. ___., .___._,_" ..__,._.._ .___,________._.___ _._.__._,.__ __,_~ ._,_______"~~_.____
1200 GOVERNMENT RECORDING ANO TRANSFER CHARGES
~-__._____________c_...u.__... .. .~_...__._'._____.___..,____.___,_._,. _ _. _ '."___.._,.___
!201 Dee~______._.....___..__._____.2.3,50_.~l>.rt\la_ge _ ......
1202 Ralease 0.00 Satisfaotlon
-- .--------..-~.-- .-,.-.--- ...... ...__ _____.._._____ '_c __ ,.._._~__,_..___
1~02 County/Looal.t.r.an~ll.r...tax J1~L.__ .... .~__~.._ ~._ ___,-
, ~03 Sta~~ansler tax (1 %L.....~.___..~. ~ ........ ,..,......._~.._........______..__
13_0~_._A.DDI!'~..N"-t.S_ETJL_EME.NT CHARG~S_._ _.._m__._....___.._....
1ilOl Rsdon tesll.'1.a:._.._...___..._ _u_ .._......._._._~_.,..~...___.___..._.____
!.302 PestlnsEecti~~___~"h"__~'_'" ..., ......~._.__... n __"'_'__'__'''__
13..0~W~t~rge_rtltica~i~n_o_.r testl"_\l._ ....,. .. .,...,. ____...._...._..._____..___
1304 Finai water & sower Accl. #G-8-21 SMTMA
1400 TOTAL SETTLEMENT CHAROEs:-..-.-....--......---------,-----
(aiso entereel on line -,..o3io(.8o;rowe;;II~e502iC;r-seiie.;)..-..---- .....----..--, ----
PAID BY
BORROWER
PAID BY
SELLER
u _.. ___ __hf~nl\nC;la! T. rust Corn p.!l.ny._....._
mu.u,._ .. - .-..--- .. .., .. ... n~_'_' ___...~.____..
0,00
.---. 0.--- ~~".....'c___ ...... ... .. -~-'"-- .. -..., ...... -- ____no
.... .. -... .'.,. ._,--- _c__ . --, -..
~ .......-- - ,.- --.-- ____....__c.
~,- .. .- .. , ----. ~~.. .,~_.
... ....- _u .. .. .-.- ...." ~ -... .-.. ,- .-"-_.
..--- ._, ...~ -.... --,-. ,,- ., --...- .-,- ~. -, ...'..
...~..- --~. .,.~.__."._. ------ .'-_._---_._-_.~----~
200.00
....". - - - .---.. -.-..---.--. --------',-..... ----
_,_n._._' .... ----....-..-.---' -.-- _..~--..---_.__.
----<--'. .. m.' _...._-_.~...- .j,.------.-..
42.00
u.._~_.~. .--.----..--- .___L__._~~._
-.--- ___2~ .-------,--.'~
..-.. ---~.__._-,~- .-..__..__._~-----
_._~ -----
..--.----- -..-.----- ---'-
--, .--
._.__~d.._. ._--,------+--- ----...
-~,-~- ______.m -..------
.-.-- ___.___~u -,._---,_.__.~-
0,00
---.....-.-... --,-~-------_..- ____'u
..,._._c_.. U .-_. .., .._- u___ .- .---~_._--_..._...._-_...-
.._----. .-. -----.--.. ......,-- ------------
0.00 0,00
~--. .--..---.-
---- -_.._~~
0.00 0.00 .-----
--...- -~----
---
0,00 0.00
---
~-,- .--'-'--'-
..- -----------
_u_ ---- -----.-.
.
- --.--
-.- --
- __..___i.~
350.00 P,O.C. .._--
---
------ -'
---.-
---.-" ,--
_.-,~~-- -,-,- --..
-..... ----
-~....- _._---_._------.~ --'- -_._~
31 .50 55,00 -'-"-'--"
O..:~..q 0,00
_._.,-_._~_., -----"...-.--
700.00
__'h_c' ..__..._..__._-_._~~ ._---_._---,...~-
700.00
-,- .--- ---~-".---._-
--..-.- -------.- __'.c..____...____
-.- ..-- -..- ..
-- -'... '-'-
.c_...__... ----,.---.-- .-.---.------.--
-----.--- 99,00
-- _,________~.c.
_u,o.._'_ _______l;l.1~,llQ .__ __,___.J99".o.ll
COMMONWIALTH 011 PINNSYLVANIA
COUNTY OF CUMllllLAND
HI
J_IIdyK. Witherow
b.lng duly s'.~o~n . according to I.w, dopo,., and \lY' thlt sh. _tB__tjl!Ln_.~___
oxocutri.x of tho e.tato of _c__,.:r.r~_~,,~1:.~_.~_!__9!~______~__._., ,_,.,,_____._n'..
l.t. 01 . South Middleton 'fownshJ.p ., Cumb.rl.nd County, Pa" d.c.a.ed and that the
within Is an Inv.ntory made by, Judy K., W1the.row_~, the .ald._.~~.c.u!.!Llt~___,._
01 the ontlr. .state 01 .ald d.c.d.nt, con.l.tlng 01 .11 tho p...on.l propol'!y and re.l ..t.t., ..c.pt r..1 ..tate outsld.
the Commonwealth 01 Penn.ylvanla, end th.t the flgur.. oppo.It. o.ch It.m 01 the Inventory r.pr...nt It'. lair v.lu.
.. 01 the d.t. 01 d.c.dent'. death.
.~. and .ub.crlb.d bolor. me,
J ~~~-~~~{r~~~:: (~;:e0~~'~';'J.K- ,- n.___
4,.6(U'rit I) !<.1i!!..s'trl!. ~!.__
ata 1.11 ;~(J,iI
Ja~uollne L. rawhnllul\,_ ti)l:lilfy r'llilli
Oartlsle 8oro Cumbotl(lncl Lillllll,
My Comm:sslon Fxph/):. ^\I,:;. 1 .i, -, 'jf)'1
M<"nfu.POni-.syIv;;'-';;',A,,;dj;,!iOOoi No~lilea
...Q.BJClis~"L X~_!7...o.!.L_~_._____..._ ..
Add"..
Oat. of Death _____._ __Q.~_ . _.___n"__~.._._..__n!.l!...___.._n_...
D.y Month
1997
Vur
INSTRUCTIONS
I, An Inventory mu.t be fll.d within thr.e month. after appointment of personel repre.entatlva.
2. A .upplement inv.ntory mu.t b. filed within thirty d.y' 01 dl.covery of .dditlon.l ....ts.
], Additional .heets may b. .tt.ched a, to p...onalty or realty
4, 5$0 Artlcl. IV, Flduclarl.. Act of 1949,
<II
:a :~
~ t:7'
..,; r:'l
~ H
UJ ~ .
0 <=I ~ H Ul
0 ~ < 0 ~ H ffi
'" LU H j.J . H
co .... E H <II ~ .
0 0
0 g UJ ..... 0 0\ . ~ li1
,.t e<: "" :. j.J ~
j!: .... u. :>:i ." ~ ,d E
'" Z -I 'n 0 '"
I U. -I ~ 0 ~ )1 ... ~~
..... W 0 < i- H
N ~ Z ~ H ,d ~
Ul
0 Ul j.J " :l'!
0 ~ " ~ H
VI Z 0 0 ~
0 3J u
z 0( Ul ... ,
.... -0 <Ii )1
0
~ ",
... t " .
0 () Z
.Q 1:. .... ... ~
: e g ;J
~ d it
-I ... H
Inventory of the real and personal estate of
TrussIe M. Otto
_,._.___.__m__~__cc______.' - T -- -------- --.
.__._..__c~_________.'
u~._____.n'____ cm___ _,.. .'..'.'n
deoeased
1, Real Estate - 5 Valley Street, South Middleton Township. Cumberland
, County. PA I . I . . . I It' _ , , ,. ......,.. , .
2,
Capital Blue Cross/PennsylvanIa Il1ue Shield - Policy R(!fund
3. CoreStates Bank - Certificate of Deposit #0667319
4. CoreStates Bank - CertIficate of Duposlt #09927BO
5. FInancial Trust Corp. - CheckIng Account #2672036940.
6, Financial Trust Corp. - Certificate of Deposit 116400039434
7.
FInancIal Trust Corp. - Certificate of DeposIt #6400040224,
FinancIal Trust Corp, - Uncashed Interest Check #607271326,
B.
9, PublIc Sale Proceeds,
. ,
. .
, . ~ . . ,
. . . t .
, .
. . t .
, ,
, .
, ,
, .
, ,
._ , . , . . . . . . I . 4 , , . . , . . . t . . I
TOTAL " . of . . .t . . "" " . .
f:,
-
, ,
70,000 00
137 30
15.120 14
7.176 98
634 72
8.808 07
14.092 52
57 93
4.424 00
. .
120.451 66
COHHONWIALTH OF PINNSYLVANIA
UIPARTMINT OF RIVINUI
15',1(J'I-IO
IUREAU Of INOIVIDUAL TAMES
iNHERIT4NeE TAM DIYISION
DEPl. Zl0601
HARRI..URO, PA l11ZaRG601
.,
I
NOTICE Of INHERITANCE TAM
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSElSHENT OF TAM
04-06-98
OTTO
10-02-97
21 97-0830
CUMBERLAND
101
E AM~:~~..itfH .J
MAKI CHICK PAYABLI AND RIMIT PAY MINT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONO THIS LINI .. RITAIN LOWER PORTION FOR YOUR RICORDS ...
iilv: iiitj.iif"A;p.{09':i'ri.NOTitr'OP'i"NHiiiiTANCi'i'AX.APjiRAiiEMI!Nr;.Ai:.l"owANci.ljlinn..............
DISALLOWANCI OF DIDUCTXONS AND ASSISSMI"T OF TAX
TRESSIE M FILl NO. 21 97-0830 ACN 101
DATI
ISTATI OF
DATI OF DIATH
FILl NUHIIR
COUNTY
ACN
MARCUS A MCKNIGHT
IRWIN ETAL
60 W POMFRET ST
CARL ISLE
I II. ESQ
PA 17013
UTATI OF OTTO
TAM urullN WAS I I X) ACCEPTED AS FILED
RISIRVATION CONCIRNING FUTURE INTIRIST .. SII REVIRSI
APPRAISID VALUI OF RITURN BASID ONI ORIGINAL RETURN
1. R..l E.t.to ISchadulo Al
2. Stock' ...d lend. ISohtldul. II
5. Clo..ly Hold Stcok/r.rtnar.hlp Int.r..t IScIMKN1. CI
4. Hart._I../Note. Receivable eSchedull 0)
S. C..h/B.nk Depolltl'Hl.c. Plrlon.l Property (Schedull El
6. Jointly Own.d Prop.rty ISch.dul. FI
7. Tran.fara (Sehadula Q)
I. Total A...t.
III
121
ISI
141
IS)
(6)
(11_
I ) CHANOED
70.000.00
.09
.00
.00
50.451.66
21.301.41
.00
III
APPROVID DIDUCTIONI AND IXIMPTIONII
9. Funeral E.pen"I/A~. Cottl/HIIO. E.pen... eSch.dul. H)
10. Debt./Nert.... Llabllltl../LI.... ISchedul. I)
11. Tot.l Daductlon.
12. Hat V.lue of T.. R.turn
15, Chtlrltllltl./Oc..r-hl ........hl Non..lactH 9115 Tru.to 11Ichedula J)
14. Hat V.lue of E.t.t. Subjaot to T..
17,265.65
397.35
Ill)
1121
(15)
1141
If .n ........nt w.. i..u.d pr.vioU.1Y, lin.. 14. 15 .nd/or 16. 17 .nd II will
refl.ct figur.. th.t 1nolud. the tot.l of ~ r.turn. .......d to d.t..
ASIISSMINT OF TAXI
11, A8Qunt of Llna 14 .t Spou..l r.t. 1111
16. A......t of Ltna 1_ t..llItla .t Ltna.lIC1... A r.t. 1161
17, A......t of Llna 14 t..abl. .t Coll.t.r.l/Cl... I r.t. (17)
11. PrlMlp.l T.. Dua
TAX CRlDITSI
PAV"ENT
DATE
01-02-9B
01-14,98
NOTl:
REcnPT
_IU
AA242615
AA2(,2656
DISCOUNT It I
INTEREST/PEN PAID 1-1
352.63
.00
(9)
(10)
.00
124,090.13
.00
M .00.
M .06.
M .15.
1111
ANOUlIT PAID
6,700.00
392.78
TOTAL TAX CRIDIT
BALANCE OF TAX DUI
INTERIST AND PIN.
TOTAL DUI
'*
IU.lldU"'IH.m
TRESSIE
M
------
DATE
04'06-98
MOTEl To inlure proper
credit to your IIOcount J
.UbMlt tho upp.r portion
of thla for. with your
t.)( p.YHnt.
141, 753 .13
17.1.'~ nn
124,090.13
.00
124,090.13
.00
7,445.41
.00
7,445,41
7,445.41
.00
,00
,00
. If PAID AfTER DATE INDICATED, SEE REYERSE
FOR CALCULATION Of ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN .1, NO PAV"ENT IS REqUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), VDU "AV IE DUE
A REFUND, SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS,)
(,1
CL
AESERYATIONI Elt,tl' of dec~t. dv1nl an or before D.c-.btr 12~ 19.Z ~~ .. eny future 'nt.r..t 'n t~ ..tat. I. tren,flrred
in po.....lon or ~j~y.ent to Cl... a (~o11.t.r.l) beneflclarll' of the dec.a.nt .ft.r the awplr.tion of any ..t.te for
11'. or for y..r., the C~.lth herlby IMpr..,1v t...rvI' t~ right to eppr'I" Ind ...... tran,f.r lnherlt~. TaM"
et the llwful el,.. . (col1atar.ll rlt. on InY 'UGh future Int.r..t.
PURPOSE Of
NOTICE I To fuUll! the r~lr..."ts of Se(ltlon 2140 of the InhllrltlnCll Ilf'd Est.t_ TalC Aot, Act 21 of 1995. (72 P.S.
SloHon '1110).
PAVMENT1 o.tltCl'I the tOft portion of tnil Motlo. IlOd lutMllt ,illth your Ply..,..t to the A..htlr of WIlli printed on the rlVlr" lieM.
--MM' cheCk or IIOMV or.r Ply..11 tOI REGISTER OF MILLS, AGENT
REFl*D (eR)l A refund of . till cr.dlt, lfhlch..... not r.qu..ttd on thl Tlx R,turn, .,y ba r.que.tlld by coltPlltlnl In "Applloltlon
for R.fund of P....,.v1venl. Irm.rltanc. and Eltate TaM" (REV-UUl. AppllceUon. are IVIU_d. at tlilofflcl
of the "ql.tar of WUls, any of the 23 Rlv,nue Ohtrlot O1Uo.., or by celllnt the .peel.l 2'4~hour
.n'Mlrl", ..r~lC8 nueer. far for.. orct.rlnll In P.nn'Y1vanl. 1.aOO~]62-20SlJ, ouhlde P.nn.y1vant. and
within locl1 Hlrrl,butg ar.. (717) 717-1094, TOOl (711) 772-2252 (K1.rlne lapalred Only),
oaJECTIDHSI Any p.rty I" Inter..t not ..thflad with the Ipprlllt..."t, aUowllnC. or dh,UOlifancl of "ductlon., or ......Mnt
of tlM (Including dl.count or Int.r..t) .. 'hown on thl. Notlcl lU.t ubj.ct within .IMty (60) dMy. of r.ullpt of
thh Katlel bYI
"written protllt to the PA Oepart.."t of Rlvenue, 10lrd of Appeah, Dept. 211021, Ulrrhburg, PA 1712'1.1021, OR
-4llHtlon to hn. the ,Itt.r d8tlrelned It 8Udlt of thl "eount of thtl personll r,,"NntattVI, OR
~~~1 to the Orphan.' Court,
ADIlI"
ISTRATIVE
CORRECT IONS I
FlOtUll .rrorl dl.covered on thl. ......aent .hould bI addr...ed In writing tOI PA o.part.."t of RevtnUl,
lur..u of Indlvldull TIMII, AnNI po.t ......unt R.vl... Unit, o-pt. 210601, Harrhburg, PA 17128-0601
Pnone (717) 717*6SDS. S.. P'" 5 of the boc*l.t "In.truotton. for Inhlr1t~. TIM R.turn for. Resldlnt
Decadent" (REV*lSOl) for In IMPlenltlon of edllnlltr.tlvllv aorrlGtabll .rror..
PEtlAlTVI
If tny tile due I. paid within thr" (5) aalendar ~th. Ift.r thtl decedent'. dalth, I flv. plr~tnt (S~) d1lc~t of
the tlM Plld 11 allowed,
'u. lS:< tlM ....ty non-Plrtlolp.tton f*\IIlty II cOIIpUtld on thl totll of thl talC and lnt.re.t ........, .... not
plld blforl Jll'lUlry II, 1"6, th. first d.y .ft.r the end of thl tlM ....ty period. This non-pertlolpaUon
,.,..1\y I. .....labl. In the ... AMlr and In thll thl ... tI_ period .. you lIIOUld .....1 thl tlM Ind Intlr..t
thlt hat Men ..M.... I' Indlclted on thi. notle..
DISCOUNT I
INTEREST I
Inter..t It chlrted betlmlne ..Un flr.t dly of delinquency, or ~IM (,) aonth' and OM (I) day fr. thl det. of
death, to thl ntl of PI~t. hM" whleh bIG" dtll"....,t blfo" .....r)l 1, I.U belr Intera.t It the nt. of
.he (6;C) ,.relnt per ~ e.lcullted It . dilly rat. of ,0001". AU \1M" IIlhlch bM.. dllI"..."t on .... .ft.r
JInuIry 1, l.al ..Ill bla" lnt.r..t .t a r.t. Whl~h ~III Vlry fr~ c.lendlr Yllr to a.landlr y,l,. with thlt rltl
IMOUnClIId by the PA DIPert""t of Rlvenut. The ."Ucabl. lnt.,..t rat.. for 191Z throuth 1"1 .rat
'!!!r Interllt "at. DIllY Int.r..t Fletor wr Inter..t R.t. bib Inta,...t Factor
1911 lOX .000S48 1917 'X .000Z41
I'IS lOX .0000_ 1'11-1"1 UlC ,OOUol
1914 IIX .000501 I'" 'X .OOO2~7
I.IS ISX .oon" ltt5~I9M 1X .000192
I... lOX .00027" 1.n~l"l 'X .000241
....Inter..t I, c.lcul.ted .. 'Oll~'l
IHTEaElT . BALANCE OF TAX UNPAID X NUNBER OF DAYB DELINqUENT X DAILY INTERElT FACTOR
*.Any Nouc. lI.uM Ifter thl taM M4:OMI dtll~t ..Ill ,.,UlClt ." Inter..t c.leu1atlen to flftHn US) dlY'
bayoncl t~ dttl of the ......unt, If PIYIIRt II ... aft" thl Interut oDIIPUtlUen dIlt. ~ on the
Hottel, addUlonal Interl.t ~..t bI a.leulltld.
STAniS R.:I'()RT lJNI>I':R RIlLE 6.U
Ntlme ofD()cedent: ____~U:SSIE M. OTTO _...___
Dute of Dcuth: _____m.J OilER 2. 19(~L~_.
No. 21.97.0lljO
I'ursuunt to Rulc 6.12 of thc Suprcmc Court Orphans' Court Rulcs,l report thc Illllowing
wilh I'espcci to completion oflhc administration oflhc ahovc-cuptioncd csllllc:
I. State whethcr administration of the estatc is eompletc: _2\_ Y l'S _ No
2. II' the unswer is No, statc when the pcrsonal reprcsentatlvc reasonahly hclicVlls that thc,
administration will bc eompletc: _. __.____.
3. If the answer to No. I is Yl'S, slatc thc li)l1owing:
a. Did the pcrsonal represenlativc lile a tinalaeeount with thc Court'?
Yes _l'_ No
b. The scparate Orphans' Court No. (ifany) j(,r the pcrsonalrcprescntative's
nccount is:
e. Did the personalrcprl!sentatlve slatc an account intimnally to the partlcs
in intercst? ..x.- Y cs No
d. Copies 01' receipts, rclcases, joindcrs and approvals of l'lI'mal or intll1'll1(11
accounts may hc tiled With thc Clcrk of Oq han's Court and may hc
attaehcd to this report.
Date: 05/19/98
IRWIN, McKNIGHT & HUGHES
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Marcus A. MeKnightlll,J~squirc
Nom" (plcase typo "I' prilll)
60 West I'omli'l,t Street
Address
Carlisle. I' ^ 17013
Clly. Slule, Zip
1717) 249-2353
Telepholle Nllmhcr
Capacity:
Pcrsonal Represcntative
-1L_ Counsel I,l\' Personal Representlltive